Dutch Bros Inc. has reaffirmed its 2026 systemwide same-shop sales growth outlook of 5-6%, with performance expected to trend toward the midpoint of the range despite tougher comparisons in the second half. The company anticipates a moderation to approximately 4-5% in the third quarter, following second-quarter systemwide comps growth of 5.8% and company-operated comps growth of 8.3%. The outlook accounts for the roll-off of about one percentage point of pricing in early July and increasingly difficult transaction comparisons, as well as the anniversary of its food rollout, which began in the third quarter of 2025. Dutch Bros has now posted 13 consecutive quarters of positive comparable sales and eight straight quarters of transaction growth, supported by food rollout, shop maturation, and marketing initiatives. Meanwhile, McDonald's reported second-quarter global comp growth of 1.3%, with U.S. comps turning slightly negative in July, while Starbucks generated fiscal third-quarter global and U.S. comp growth of 7.9% and expects fiscal fourth-quarter U.S. comps to rise 6.5% or better.
Dutch Bros IncReaffirms 5-6% comp target for 2026 with strong recent comps and transaction growth.
McDonald’s CorporationU.S. comps turned slightly negative in July, indicating weakening demand.
Starbucks CorporationReports strong global and U.S. comp growth, expecting continued growth.
